See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,365 | $29,051-71.2% | $52,425-84.0% | $67,986-87.7% |
| Participation rate | 92.2% | 30.4%+61.7pp | 55.6%+36.5pp | 57.2%+34.9pp |
| Annual return | 10.07% | 24.00%-13.9pp | 302.12%-292.1pp | 31.67%-21.6pp |
| Employer contribution / active EE | $854 | $412+107.3% | $914-6.6% | $2,019-57.7% |
| Participant deferral / active EE | $1,763 | $873+101.9% | $1,790-1.5% | $3,358-47.5% |
| Admin fee / account holder | $3,205 | $2,113+51.7% | $2,495+28.4% | $3,2030% |